April 2022
Fund Research
BMO Private Equity

BPET’s discount and differentiated portfolio make the trust stand out…

Fund Research
Dunedin Income Growth

DIG is the only UK Equity Income trust with an explicit sustainable investing mandate…

Fund Research
UK Commercial Property REIT

UKCM looks well-placed to grow the dividend this year and further on…

Fund Research
MIGO Opportunities

MIGO’s underlying discounts are currently wide relative to history…

Fund Research
JPMorgan China Growth & Income

JCGI gears up for the long-term...

Fund Research
Martin Currie Global Portfolio

MNP’s exposure to strong secular growth may make it an attractive long-term opportunity…

Fund Research
M&G Credit Income

MGCI’s floating rate exposure means its yield should rise as interest rates do…

Fund Research
JPMorgan European Growth & Income

The newly established JEGI offers investors an attractive combination of a high dividend with a core European equity portfolio…

Fund Research
AVI Global

AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...

Fund Research
Asia Dragon

DGN offers core exposure to a fast-growing region…

Fund Research
BlackRock Smaller Companies

BRSC’s wide discount could prove a lucrative long-term entry point…

Fund Research
Baillie Gifford Shin Nippon

BGS has the best long-term track record in the Japanese sectors…

Fund Research
JPMorgan American

JAM’s blended approach to US equities has allowed it to outperform in a very difficult market…

March 2022
Fund Research
BMO Capital & Income

An AIC ‘Dividend Hero’, BCI is on track to continue to grow its payout once again…

Fund Research
International Biotechnology

IBT’s managers appear confident that valuations are increasingly attractive…

Fund Research
RIT Capital Partners

RCP continues to deliver good risk adjusted returns…

Fund Research
Greencoat UK Wind

UKW is in a strong position to capture the benefit of current high energy prices…

Fund Research
Invesco Select: Global Equity Income

IVPG’s current discount potentially offers a good opportunity to access a differentiated trust…

Fund Research
abrdn Smaller Companies Income

ASCI offers a growing dividend from a source that could diversify income portfolios…

Fund Research
JPMorgan Asia Growth & Income

JAGI’s managers think Asia can deliver in the future after recent market falls…

Fund Research
TRIG - Renewables Infrastructure Group

TRIG’s managers continue to diversify the portfolio…

Fund Research
Invesco Asia

IAT could appeal to investors looking to diversify in a growth-heavy sector…

Fund Research
Impax Environmental Markets

IEM’s very high premium has eroded, offering a potentially attractive entry point for long term investors…

Fund Research
BB Healthcare

BBH’s discount has widened, and the managers' increased gearing shows their confidence in prospects…

Fund Research
Pershing Square Holdings

2021 was a fantastic year for PSH, yet it trades on a 30% discount...

Fund Research
JPMorgan Emerging Markets

JMG is aimed at investors who want to maximise their outperformance over the long term…

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